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Lawrence Peter Fisher

Investment adviser representative at Chevy Chase Trust Company
16 yearsExperience
35 statesRegistered in
$44.9BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

16 years in the industry.

  1. Chevy Chase Trust CompanyFeb 2010 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 35 states (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV, WY).

Chevy Chase Trust Company

$44.9BAssets managed
1,245Clients
32Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3130289
Firm CRD
110742
Advisor's SEC record (opens in a new tab)
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